Civic Intelligence

Wesley Willows a Methodist Retirement Home

990 • Fiscal year 2016 • EIN 36-2540488

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 30, 2016

Organization Profilewww.wesleywillows.org

View Organization Page

4141 N Rockton AvenueRockford, IL 61103

(815) 316-1500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.12x

Higher debt load relative to assets than 33% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.61x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

81st percentile

19%

Higher net margin than 81% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$285,323

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

30th percentile

-1.7%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-6.7%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$32,570,259

Down $559,252 (-1.7%) from 2015

Net Assets

Up

$28,594,372

Up $581,494 (+2.1%) from 2015

Liabilities

Down

$3,975,887

Down $1,140,746 (-22%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin81st percentile

Revenue

Down

$6,563,217

Down $472,245 (-6.7%) from 2015

Expenses

Down

$5,307,057

Down $88,104 (-1.6%) from 2015

Net Income

Down

$1,256,160

Down $384,141 (-23%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $25,998,971Liabilities 2011: $5,168,327Net Assets 2011: $20,830,6442011Assets 2012: $26,174,725Liabilities 2012: $5,018,946Net Assets 2012: $21,155,7792012Assets 2013: $28,936,437Liabilities 2013: $5,482,613Net Assets 2013: $23,453,8242013Assets 2014: $32,236,788Liabilities 2014: $5,205,107Net Assets 2014: $27,031,6812014Assets 2015: $33,129,511Liabilities 2015: $5,116,633Net Assets 2015: $28,012,8782015Assets 2016: $32,570,259Liabilities 2016: $3,975,887Net Assets 2016: $28,594,3722016Assets 2017: $35,200,290Liabilities 2017: $4,348,099Net Assets 2017: $30,852,1912017Assets 2018: $38,077,518Liabilities 2018: $4,781,812Net Assets 2018: $33,295,7062018Assets 2019: $41,000,640Liabilities 2019: $4,640,331Net Assets 2019: $36,360,3092019Assets 2020: $44,084,264Liabilities 2020: $6,813,811Net Assets 2020: $37,270,4532020Assets 2021: $49,225,072Liabilities 2021: $3,884,459Net Assets 2021: $45,340,6132021Assets 2022: $42,480,873Liabilities 2022: $3,387,108Net Assets 2022: $39,093,7652022Assets 2023: $42,815,501Liabilities 2023: $2,308,871Net Assets 2023: $40,506,6302023Assets 2024: $47,058,832Liabilities 2024: $2,071,470Net Assets 2024: $44,987,3622024

Highlighted filing

2016

Assets$32,570,259
Liabilities$3,975,887
Net Assets$28,594,372
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2011: $4,948,7982011Expenses 2012: $4,779,1342012Expenses 2013: $5,068,2792013Revenue 2014: $8,869,046Expenses 2014: $5,193,413Net Income 2014: $3,675,6332014Revenue 2015: $7,035,462Expenses 2015: $5,395,161Net Income 2015: $1,640,3012015Revenue 2016: $6,563,217Expenses 2016: $5,307,057Net Income 2016: $1,256,1602016Revenue 2017: $6,596,674Expenses 2017: $5,542,810Net Income 2017: $1,053,8642017Revenue 2018: $7,580,618Expenses 2018: $5,916,072Net Income 2018: $1,664,5462018Revenue 2019: $6,976,774Expenses 2019: $6,223,855Net Income 2019: $752,9192019Revenue 2020: $7,277,815Expenses 2020: $6,264,327Net Income 2020: $1,013,4882020Revenue 2021: $7,497,166Expenses 2021: $5,979,017Net Income 2021: $1,518,1492021Revenue 2022: $6,663,074Expenses 2022: $5,972,722Net Income 2022: $690,3522022Revenue 2023: $6,224,034Expenses 2023: $6,606,193Net Income 2023: -$382,1592023Revenue 2024: $9,067,553Expenses 2024: $7,194,039Net Income 2024: $1,873,5142024

Highlighted filing

2016

Revenue$6,563,217
Expenses$5,307,057
Net Income$1,256,160
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 30, 2016
Return Version
2015v2.1
Gross Receipts
$6,577,452
Mission and Program Overview

Mission

Wesley Willows' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Wesley Willows' cause statement is "Inspiring seniors to celebrate life".

Wesley Willows provides housing and services for senior citizens with a policy to maintain residents that become unable to pay. Wesley Willows' stated purposes include promoting christian principles for the development and improvement of persons of retirement age, and inspiring seniors to celebrate life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,079,838$18,479,508▼ $600,330
Land, Buildings, and Equipment, Net$7,408,316$7,980,998▲ $572,682
Other Notes and Loans Receivable, Net$3,800,000$4,200,000▲ $400,000
Savings and Temporary Cash Investments$2,443,104$1,497,305▼ $945,799
Accounts Receivable$166,999$192,856▲ $25,857
Pledges and Grants Receivable$177,824$155,201▼ $22,623
Prepaid Expenses and Deferred Charges$44,093$56,733▲ $12,640
Inventories for Sale or Use$8,037$6,358▼ $1,679
Cash and Non-Interest-Bearing Accounts$1,300$1,300→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$33,129,511$32,570,259▼ $559,252
Liabilities
Deferred Revenue$2,923,869$2,605,183▼ $318,686
Accounts Payable and Accrued Expenses$2,192,764$1,370,704▼ $822,060
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,116,633$3,975,887▼ $1,140,746
Net Assets / Fund Balance
Unrestricted Net Assets$25,088,354$25,627,891▲ $539,537
Permanently Rstr Net Assets$2,741,303$2,789,943▲ $48,640
Temporarily Rstr Net Assets$183,221$176,538▼ $6,683
Total Net Assets Fund Balance$28,012,878$28,594,372▲ $581,494
Total Liabilities and Net Assets / Fund Balance$33,129,511$32,570,259▼ $559,252

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,725,662$7,084,066$10,809,728
Land$3,153,983-$3,153,983
Equipment$363,285$637,868$1,001,153
Other Land Buildings$738,068$0$738,068
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$7,925,990$48,989▼ $50,481$37,000$7,887,498
2014$7,906,459$92,160▼ $63,254$9,375$7,925,990
2013$6,666,542$584,001▲ $978,264$322,348$7,906,459
2012$5,881,561$580,311▲ $559,754$355,084$6,666,542
2011$5,987,985$583,512▼ $32,790$657,146$5,881,561
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William PrattPresident CEOFT$212,853$77,873$290,726
Mark TicknorTreasurerFT$117,213$42,220$159,433
Debra AdkinsChief Operating OfficerFT$120,590$38,274$158,864

Board Members and Trustees

NameTitle
Erin CalkinsChairman
Mark McClenathanVice Chair
Anne HammesBoard Member
Doug LambBoard Member
Joe ClintonBoard Member
Linda ChangBoard Member
Lori DiazBoard Member
Michael DavisBoard Member
Michael GannBoard Member
Monica GlennyBoard Member
Rebecca EppersonBoard Member
John ShockeySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$168,065
Program Service Revenue
$5,223,875
Investment Income
$598,323
Other Revenue
$572,954
All Other Contributions
$228,299
Change in Net Assets
$1,256,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,043,150
Other Expenses$2,263,907
Total Fundraising Expense$157,615
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,990,023--$1,990,023
Depreciation Depletion$664,355--$664,355
Current Officers, Directors, Trustees, and Key Employees-$596,492-$596,492
Other Employee Benefits$269,907--$269,907
Occupancy$197,263$64,870-$262,133
Payroll Taxes$181,307--$181,307
Fees for Services Other$100,540$2,567-$103,107
Other Expenses$94,755$0$0$94,755
Office Expenses$36,202$28,592-$64,794
Insurance-$37,245-$37,245
Advertising$34,150--$34,150
Interest$25,184--$25,184
Information Technology-$17,476-$17,476
Fees for Services Accounting$0$14,189-$14,189
Fees for Services Legal-$5,687-$5,687
Pension Plan Contributions$5,421--$5,421
Travel$688$1,014-$1,702
Total Functional Expenses$4,250,136$899,306$157,615$5,307,057
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,235
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Benefit$77,557$0$6,235$-6,235
Total Events$77,557$0$14,235$-14,235
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The treasurer prepares the form 990 from the combined audited financial reports, and copies of the form 990 is made available to all board members before filing. The treasurer makes a presentation of the return to the finance committee and it is offered to members of the full board before filing”

Form 990, Part VI, Section B, Line 12C

“All board members, executives and key employees are given a copy of the conflict of interest policy each year. Each member completes the conflict of interest annual statement. The completed statements are reviewed and if a conflict is identified, all identified parties are informed”

Form 990, Part VI, Section B, Line 15

“Compensation for executives is governed by the board of trustees. The board has established a standing executive compensation committee comprised of members of the executive committee, who review executive compensation annually. Upon request, an independent external compensation firm provides consulting on salary ranges and compensation philosophy”

Form 990, Part VI, Section C, Line 19

“Policies are available upon request and changes are distributed at annual board meetings, but generally not accessible to the general public. Governing documents are available by request from the President/CEO. Audited financial reports are available by request from the treasurer.”

Filing and Contact Details

Filer

Filer Name
Wesley Willows a Methodist Retirement Home
EIN
36-2540488
Phone
8153161500
Address
4141 N Rockton Avenue, Rockford, IL 61103

Signing Officer

Name
Mark Ticknor
Title
Treasurer
Phone
8153161518
Signed
2016-09-30

Organization Details

Principal Officer
William Pratt
Formed
1962
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
313
Volunteers
375
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net assets released from restrictions”

Financial Statement Notes

Schedule D, Part V, Line 4

“Wesley Willows endowment funds are used for the following purposes : To provide for those residents who no longer have assets to provide for themselves; to provide funds for perpetual renovations of buildings; and to provide funds to support the chaplaincy program.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12President CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chief Operating Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt077557
IRS990/FundraisingDirectExpensesAmt014235
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-731
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt00
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0-731
IRS990/GrossReceiptsAmt06577452
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017476
IRS990/InformationTechnologyGrp/TotalAmt017476
IRS990/InsuranceGrp/ManagementAndGeneralAmt037245
IRS990/InsuranceGrp/TotalAmt037245
IRS990/InterestGrp/ProgramServicesAmt025184
IRS990/InterestGrp/TotalAmt025184
IRS990/InventoriesForSaleOrUseGrp/BOYAmt08037
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06358
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0599054
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0599054
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019079838
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018479508
IRS990/IRPDocumentCnt059
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07721934
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07408316
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07980998
IRS990/LandBldgEquipCostOrOtherBssAmt015702932
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt014235
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt014235
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Wesley Willows' mission statement is "We promote active, secure lifestyles for seniors through ongoing personalized care". Wesley Willows' cause statement is "Inspiring seniors to celebrate life".
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt028012878
IRS990/NetAssetsOrFundBalancesEOYAmt028594372
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-731
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-731
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-14235
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-14235
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-718445
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt064870
IRS990/OccupancyGrp/ProgramServicesAmt0197263
IRS990/OccupancyGrp/TotalAmt0262133
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028592
IRS990/OfficeExpensesGrp/ProgramServicesAmt036202
IRS990/OfficeExpensesGrp/TotalAmt064794
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt043779
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0269907
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0269907
IRS990/OtherExpensesGrp/Desc0Fund development and miscellaneous
IRS990/OtherExpensesGrp/Desc1Housekeeping and laundry supplies
IRS990/OtherExpensesGrp/Desc2Food service costs
IRS990/OtherExpensesGrp/Desc3Maintenance supplies
IRS990/OtherExpensesGrp/FundraisingAmt0157615
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0131174
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0104322
IRS990/OtherExpensesGrp/ProgramServicesAmt135478
IRS990/OtherExpensesGrp/ProgramServicesAmt2510541
IRS990/OtherExpensesGrp/ProgramServicesAmt394755
IRS990/OtherExpensesGrp/TotalAmt0393111
IRS990/OtherExpensesGrp/TotalAmt135478
IRS990/OtherExpensesGrp/TotalAmt2510541
IRS990/OtherExpensesGrp/TotalAmt394755
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0Amortization of entrance fees
IRS990/OtherRevenueMiscGrp/Desc1Interest income from note with related organization
IRS990/OtherRevenueMiscGrp/Desc2Management fees for services provided
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0329516
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1111438
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2132000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0329516
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1111438
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2132000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
IRS990/OtherRevenueTotalAmt0587189
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01990023
IRS990/OtherSalariesAndWagesGrp/TotalAmt01990023
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03800000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt04200000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0181307
IRS990/PayrollTaxesGrp/TotalAmt0181307
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05421
IRS990/PensionPlanContributionsGrp/TotalAmt05421
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02741303
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02789943
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0177824
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0155201
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044093
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056733
IRS990/PrincipalOfficerNm0William Pratt
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0Net resident services
IRS990/ProgramServiceRevenueGrp/Desc1Other operating revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05118860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1105015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05118860
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1105015
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0139191
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0782781
IRS990/PYOtherExpensesAmt02536489
IRS990/PYOtherRevenueAmt0615707
IRS990/PYProgramServiceRevenueAmt05497783
IRS990/PYRevenuesLessExpensesAmt01640301
IRS990/PYSalariesCompEmpBnftPaidAmt02858672
IRS990/PYTotalExpensesAmt05395161

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,570,259
Liabilities
$3,975,887
Net assets
$28,594,372
Revenue
$6,563,217
Expenses
$5,307,057
Net income
$1,256,160
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.1$2.07$45.0$9.07$7.19$1.87
2023Detailed filing. Detailed filing data is available for this year.$42.8$2.31$40.5$6.22$6.61$0.38
2022Detailed filing. Detailed filing data is available for this year.$42.5$3.39$39.1$6.66$5.97$0.69
2021Detailed filing. Detailed filing data is available for this year.$49.2$3.88$45.3$7.50$5.98$1.52
2020Detailed filing. Detailed filing data is available for this year.$44.1$6.81$37.3$7.28$6.26$1.01
2019Detailed filing. Detailed filing data is available for this year.$41.0$4.64$36.4$6.98$6.22$0.75
2018Detailed filing. Detailed filing data is available for this year.$38.1$4.78$33.3$7.58$5.92$1.66
2017Detailed filing. Detailed filing data is available for this year.$35.2$4.35$30.9$6.60$5.54$1.05
2016Detailed filing. Detailed filing data is available for this year.$32.6$3.98$28.6$6.56$5.31$1.26
2015Detailed filing. Detailed filing data is available for this year.$33.1$5.12$28.0$7.04$5.40$1.64
2014Detailed filing. Detailed filing data is available for this year.$32.2$5.21$27.0$8.87$5.19$3.68
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.9$5.48$23.5$5.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$5.02$21.2$4.78
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$5.17$20.8$4.95